Trusted Advisor Jobs in Atlanta, GA
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Looking for Trusted Advisor jobs in Atlanta, GA? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Atlanta, GA area.
Product Manager - Space & Assortment
Company: RELEX Solutions
Location: Atlanta, GA
Posted Apr 10, 2024
RELEX Solutions is seeking a Product Manager for Micro Space (Planogramming) and Assortment offering in North America. The role involves contributing to the product vision, strategy, and roadmap, focusing on Planogramming, Assortment Optimization, and Vendor Collaboration. The ideal candidate should have 5+ years of experience in Category Management, excellent communication skills, and a deep understanding of Planogramming, Floor Planning, and Assortment Planning. The company offers competitive compensation, flexible work arrangements, and comprehensive benefits. RELEXians enjoy a transparent culture and ample opportunities for growth and development.
Financial Advisor
Company: Allworth Financial
Location: Atlanta, GA
Posted Apr 08, 2024
<div> <p>Allworth Financial wwwallworthfinancialcom is an independent investment financial advisory firm that specializes in retirement planning investment advising and 401k management with a direct approach to financial planning Allworth Financial delivers long and shortterm investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement<p> <p>Allworth Financial is a high growth private equity backed multi branch Registered Investment Advisor Founded in Sacramento California in 1993 Allworth is primarily a feebased employeecentric fiduciary advisory firm that prides itself on emphasizing client wellbeing and education The business is a multibillion dollar firm and is on track for continued growth through both acquisitions and strong organic growth Allworth is considered a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021 placing it among the bestloved brands in America Allworth Financial was also recognized as a Barrons Top 40 RIA in 2022<p> <div> <p><strong>SUMMARY<strong><p> <p>Allworth Financial the 4th fastest growing RIA in America is seeking an experienced financial advisor in Kennesaw to join our rapidly expanding team <p> <p>At Allworth Financial we allow our advisors the opportunity to do what they do best which is to provide fiduciary investment management and holistic financial planning advice to our valued clients without the pressure to make recommendations on proprietary investment products Extensive training and support will be provided Whether you enjoy driving in new business servicing existing clients or perhaps a little bit of both Allworth offers you the choice and flexibility to choose a path that best suits you <p> <p>Allworth is considered a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021 placing it among the bestloved brands in America<p> <p><strong>This is a fulltime exempt hybrid position<strong> <strong>that will require a combination of facetoface meetings with clients work in office and allow for some remote<strong><p> <p><strong>RESPONSIBILITIES<strong><p> <ul><li>Meet with future clients to discuss their needs and concerns and to assess their overall financial situation before explaining how partnering with Allworth will help them meet their financial investment and retirement planning goals via our 7 Personal Decision Pointstm planning process<li> <li>Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy <li> <li>Work closely with support teams to establish relationships and secure accounts with new clients<li> <li>Work with the Financial Planning team to create plans for new clients<li> <li>Periodically review plan with clients to enable Allworth to fulfill its fiduciary mission in planning and investment management<li> <li>Communicate updates from our inhouse Investment Management team to clients as needed while answering questions regarding portfolio allocation methodology etc<li> <li>Refer suitable clients to our tax planning division or to our trusted 3rd party estate planning or insurance providers via our Integrated Solutions team<li> <li>Update client records by dictating notes and followup activities in a highly customized CRM system that all team members rely on as a single source of client info<li> <li>Become a subject matter expert on Allworths integrated services<li> <li>Coordinate and participate with team members to support events and educational outreach<li> <li>Provide clear and honest feedback to leadership about improving the Allworth experience<li> <ul><p><strong>QUALIFICATIONS<strong><p> <ul><li><strong>Professional designation of Certified Financial Planner CFP® or Chartered Financial Consultant ChFC® is required<strong><li> <li><span>Must be or willing to become Series 7 and 6365 or 66 and Life insurance licensed <span><li> <li>Minimum threeyears of clientfacing wealth management or financial planning experience is required<li> <li>BABS or masters degree preferred<li> <li>Must possess professional enthusiasm strong communication presentation listening and analytical skills<li> <li>Comfort with technology is required experience with specific tools is a plus<li> <ul><li>MoneyGuidePro Salesforce Zoom or similar<li> <ul><li>Selfstarter with the ability to work independently<li> <li>Experience presenting and a persuasive nature is also highly desired<li> <li>Familiarity with a Client Relationship Management CRM database program a plus<li> <ul><p><br ><br ><br ><p><div> <p><strong>BENEFITS<strong><p> <p>We value our associates time and effort Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package including<p> <ul><li>Medical Blue Shield HMO PPOs and HDHP with HSA plans and Kaiser HMO plans for California associates<li> <li>Dental insurance with MetLife<li> <li>Vision insurance with VSP<li> <li>Optional supplemental benefits<li> <li>Healthcare savings accounts with company contribution<li> <li>Flexible spending accounts<li> <li>Flexible working arrangements<li> <li>Generous 401K contributions <li> <li>Exempt associates qualify for our flexible paid time off policy<li> <li>NonExempt associates will receive 255 days of paid time off annually which includes holidays during the first three years of employment <li> <li>Option to participate in our Equity Purchase Program<li> <li>Future growth opportunities within the company<li> <ul><p>In addition we work to maintain the best possible environment for our associates where people can learn and grow with the firm We strive to provide a collaborative creative environment where each person feels encouraged to contribute to our processes decisions planning and culture<p> <p><em>Benefits are available to fulltime associates who work more than 30 hours a week<em><p> <p><em>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job Typical reporting relationships are described but actual relationships may vary in some instances This job description is not intended to be an exhaustive list of all responsibilities duties skills or knowledge required of personnel classified in this job<em><p> <p>Allworth Financial participates in EVerify Click here for more information<p> <p>California residents click here for our privacy policy<p> <div>
Contract Technical & Warranty Support Rep I - IoT
Company: Fluidra North America
Location: Atlanta, GA
Posted Apr 11, 2024
Fluidra, a global company specializing in pool and wellness solutions, is seeking a Contract Technical and Warranty Support Representative for a 6-month contract in Atlanta, GA. The role involves providing customer service, troubleshooting, installation assistance, and warranty support for web-connected devices. The ideal candidate should have 2 years of customer service experience, technical aptitude, and the ability to type 50 WPM. Fluidra offers a competitive total rewards package, including on-site café, company-sponsored events, and paid holidays. The company is committed to creating the perfect pool experience responsibly, with a focus on innovation, energy-efficiency, and the Internet of Things.
Project Coordinator Intern
Company: RELEX Solutions
Location: Atlanta, GA
Posted Apr 04, 2024
RELEX Solutions is looking for a Project Coordinator Intern to join their team in the US. The company is embarking on a mission to nurture the next generation of supply chain professionals through a dynamic internship program. The role involves supporting project teams, maintaining resource management tools, and collaborating with sales support and operations. RELEX offers a competitive compensation package, flexible work arrangements, and opportunities for career progression.
SaaS Ops Client Consultant
Company: FinQuery
Location: Atlanta, GA
Posted Apr 03, 2024
FinQuery is seeking a SaaS Ops Client Consultant to provide strategic technical guidance and advocacy to clients, ensuring they efficiently integrate and utilize the company's SaaS Spend Management product. The role involves conducting in-depth analysis of customer data, maintaining strong relationships, and communicating updates to maximize ROI. The ideal candidate should have a 4-year degree, 2-4 years of SaaS industry experience, and strong communication skills. Benefits include flexible PTO, 401(k) matching, health benefits, and a flexible work environment.
Accounting Internship - Summer 2025
Company: Wipfli
Location: Atlanta, GA
Posted Apr 11, 2024
Wipfli emphasizes the importance of its people, fostering a flexible and collaborative environment. Interns will gain hands-on experience in tax and/or audit work, working alongside professionals from various levels of the firm. They will develop skills to become trusted business advisors, gaining exposure to diverse clients and industries. The company values curiosity and offers a range of benefits, including remote work options and support for work-life balance.
Account Executive, Mid-Market
Company: Docebo
Location: Atlanta, GA
Posted Apr 10, 2024
<p>Hey you 👋 Want to work for one of the fastest growing SaaS companies in the world<span> <span>📈<p> <p>Were building the next generation of learning software that companies like AWS Netflix Opentable and LOreal rely on to deliver training 💻<span> <span>We believe learning is for everyone and that we all have something we can learn from each other We rely on one another to continuously innovate our products and processes to create an exceptional experience for our employees customers and partners<p> <p><br ><p> <p>Still not sure We are a culture where values are at the center of everything we do We also embody what we call the <b>Docebo Heart<b> We trust our teammates assume the best of one another and also hold space for all the differences that make us better 💙<p> <p><br ><p> <p>So what are you waiting for Apply today Join 800+ global Docebians and change the way people learn <p> <p><br ><p> <p>Are you ready to be a part of the learning revolution<span> <span>🚀<p> <p><br ><p> <p><b>About This Opportunity<b><p> <p><br ><p> <p><span>We are looking for a highlymotivated and highperforming sales professional to join our Account Executive team The ideal candidate will blend strategic thinking sales experience and experience with complex sales processes andor products with an entrepreneurial mindset <span><p> <p><br ><p> <p><span>You will work closely with prospective customers as a trusted advisor to deeply understand their unique company challenges and goals You will consult with customers on the Docebo Platform to formulate solutions that will help them reach their business goals You will contribute to our business growth in a fastpaced collaborative and fun atmosphere as a valued member of our Docebo family <span><p> <p><br ><p> <p><b>Responsibilities <b> <p><ul><li>Inspire and educate prospects on the value of our solution <li> <li>Drive revenue generation for Docebo through qualifying and closing new businesses<li> <li>Understand lead qualification and work with sales development reps to refine processes and accuracy through datadriven decisions<li> <li>Track all prospecting and account data in the Docebo CRM to ensure efficiency throughout the sales cycle Keeping your pipeline organized and updated timely<li> <li>Use the Docebo forecasting methodologies to accurately forecast new business <li> <li>Be able to execute in shortterm sprints while maintaining a vision for longterm sustained success<li> <li>Understand and work in all aspects of the sales cycle including qualifying presentations demonstrations RFP responses negotiations and the closing process<li> <li>Communicate effectively and efficiently via phone webinars email and inperson meetings<li> <li>Develop strong relationships with key clients that will generate revenue as new features gotomarket<li> <li>Meet or exceed revenue quota goals on a monthly quarterly and yearly basis<li> <li>Effectively and timely communicate with management legal and deal desk to ensure proper execution of documents and correct process and follow instructions or recommendations set by these teams and company management<li> <li>Engage and work with business partners where appropriate<li> <ul><p><b>Requirements <b> <p><ul><li>Previous 2 years experience in the Software as a Service industry with a role related to presales inside sales or similar<li> <li>Experience with Salesforce or other CRMSs sales automation tools such as LinkedIn Sales Navigator Outreach and web conferencing tools<li> <li>Thrive in a dynamic fastpaced collaborative environment<li> <li>Strong professional communication skills responsiveness email etiquette followup etc<li> <li>Strong presentation skills making effective decks being an engaging speaker value selling<li> <li>Consultative selling and prospecting experience <li> <li>Has a competitive spirit and can collaborate with the team <li> <li>Has a drive for results and possesses objection handling skills<li> <li>Ability to problemsolve adapt and grow quickly as we build the sales organization<li> <li>Proven results in a quotaoriented sales environment with an ability to grow a customer base and consistently exceeding revenue targets and company goals<li> <li>A competitive edge and thrive in a fastpaced team environment<li> <li>Strong use of insights and datadriven decision making to inform the sales process<li> <li>Excellent communication skills as it relates to providing full product demos virtually <li> <li>Extremely proactive and upbeat with strong organizational skills<li> <li>Bachelors degree or higher level of education<li> <li>Ability to do light travel<li> <ul><p> <p><p>LIHybrid<p> <p><br ><p> <p><b>Benefits amp Perks<b> 😍<p> <p>Generous Vacation Policy plus 2 extra floating holidays to use for religious or cultural events that matter to you<p> <p>Employee Share Purchase Plan<p> <p>Career progressioninternal mobility opportunities<p> <p>Four employee resource groups to get involved with the Docebo Womens Alliance PRIDE BIDOC and Green Ambassadors<p> <p>WeWork partnership and Work from Anywhere program<p> <p><br ><p> <p><b>Hybrid Office Model 🏢<b><p> <p>We believe when people are together they develop deeper relationships and accelerate innovation Because of this all Docebo employees worldwide are hybrid We encourage inperson collaboration while supporting workfromhome when employees need dedicated focus time allowing Docebians to do their best every day Each team leader is able to decide how often their teams come into the office considering the needs of the team and the employees needs Our Talent Acquisition team will let you know about the role you are applying for and the hybrid details during the first interview <p> <p><br ><p> <p><b>About Docebo<b> 💙<p> <p>Here at Docebo we power learning experiences for over 3000 customers around the world with our easytouse AIpowered Suite designed to close the enterprise learning loop We have successfully achieved 2 IPOs TSX DCBO amp NASDAQ DCBO been recognized as a Top SaaS elearning Solution and are growing exponentially in the process<p> <p>Docebo is a global company with offices in North America EMEA APAC and more Our people believe in six core values simply defined and manifested in everything we do <b>Innovation Simplicity Accountability Togetherness Curiosity and Impact <b>If this sounds like you now is your time to join one of the fastestgrowing learning technology companies on the market Apply today<p> <p><br ><p> <p>Docebo is an Equal Employment Opportunity employer We are committed to diversity and inclusion in our workforce All qualified applicants and employees will receive consideration for employment regardless of their race color religion sex including pregnancy gender identity and sexual orientation national origin citizenship status age disability genetic information or any other category protected under applicable law<p> <p><br ><p> <p>Any individuals requiring a reasonable accommodation to assist with their job search or application for employment should send an email to recruitingaccommodations<p> <p> at docebocom The email should include a description of the requested accommodation and the position youre applying for or interested in<p> <p><p>
Account Executive - WSB TV
Company: Cox Media Group
Location: Atlanta, GA
Posted Apr 07, 2024
Cox Media Group is seeking an Account Executive for its WSB TV station in Atlanta, GA. The role involves working closely with clients as a trusted advisor to understand their business goals and partner to achieve them. The successful candidate will generate revenue through new accounts and existing clients, develop effective marketing plans, and ensure superior client relations. CMG offers a training program, industry-leading tools, ongoing training, and a results-driven team environment. Minimum qualifications include a proven track record in digital and TV sales, a BA/BS degree, and at least 2 years of new business development experience. CMG values a winning mindset, diversity, integrity, quality, and fiscal responsibility.
Account Executive
Company: Cloverly
Location: Atlanta, GA
Posted Apr 09, 2024
Cloverly is seeking a dynamic and experienced full cycle Account Executive to help bring their new Catalyst product to market. The ideal candidate should have 5+ years of experience in SaaS sales, ideally in mid-market, high-velocity roles.
Team Lead UI/UX Designer
Company: Bellwood Labs
Location: Atlanta, GA
Posted Apr 03, 2024
Bellwood Labs is seeking a Team Lead UI/UX Designer with 5+ years of professional application design experience. The role involves leading a team of designers, designing responsive web experiences and mobile apps, and communicating complex technical and financial topics to business users. Benefits include remote work, unlimited PTO, and comprehensive insurance. The company is a dynamic product development consultancy aiming to be the most trusted partner for building and scaling software products.
Marketing Data Analyst - Atlanta
Company: PagerDuty
Location: Atlanta, GA
Posted Apr 10, 2024
PagerDuty is seeking a strategic analyst to correlate goals with key performance indicators (KPIs), set up automated Tableau dashboards, and provide collaborative insights to internal stakeholders. The role involves identifying and mapping KPIs on the product led growth funnel and sales assist funnel in a SaaS environment. The ideal candidate should have 2-4 years of experience with digital marketing and web analytics data, intermediate SQL skills, and experience with Salesforce CRM data. They should also be comfortable managing projects and working autonomously, with excellent communication and collaboration skills. The base salary range for this position is 100,000 - 156,000 USD.
Personal Lines Client Advisor
Company: Brown & Brown
Location: Atlanta, GA
Posted Apr 07, 2024
Brown & Brown is hiring a Personal Lines Account Advisor in Alpharetta, Georgia. The role involves building and maintaining customer relationships, processing daily communications, underwriting new business, and maintaining up-to-date knowledge of carriers' coverage and programs. The ideal candidate should have a Georgia P&C License, 2+ years of personal lines insurance experience, strong communication and negotiation skills, and proficiency in Microsoft Office 365 and AMS 360. The company offers excellent growth opportunities, competitive pay, benefits, and an Employee Stock Purchase Plan.